BEAMBeam Therapeutics Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $140M
- 120% YoY
- Operating margin
- -274.6%
- 58% YoY
- EBITDA
- −$361M
- 8.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$120M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired67% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $52M | $61M | $378M | $64M | $140M | 120% |
| Operating income | −$392M | −$338M | −$176M | −$416M | −$384M | 7.7% |
| Net income | −$371M | −$289M | −$133M | −$377M | −$80M | 79% |
| Operating cash flow | −$66M | $23M | −$149M | −$347M | −$345M | 0.6% |
| Capex | $47M | $49M | $34M | $9M | $15M | 67% |
| Stock-based comp | $44M | $84M | $99M | $121M | $94M | 22% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 3
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $6M | $8M | 34 | 125 |
| FY2024 | $6M | $7M | 132 | 125 |
| FY2023 | $6M | $3M | 145 | 126 |
| FY2022 | $9M | −$14M | 209 | 120 |
| FY2021 | $14M | $17M | 425 | 134 |